AI FOR LAW FIRMS
Give Every New Client Inquiry a Clear Next Step
Respond to prospective clients, collect basic intake details, and organize consultation requests while your legal team focuses on its clients.
Built for your firm
Family Law
Estate Planning
Immigration Law
Personal Injury
Business Law
General Practice
THE EVERYDAY CHALLENGE
Prospective Clients Reach Out While You’re With Clients
Support your intake team with a consistent first response and organized follow-up.
Calls During Consultations
New inquiries arrive while your attorneys are in meetings, in court, or speaking with existing clients.
Incomplete Intake Details
Contact details, the broad type of help requested, and callback preferences are scattered across messages.
Inquiries Without Follow-Up
A prospective client requests a consultation but receives no clear next step. Keep your intake process moving.
From a First Inquiry to a Consultation Request
Give your intake team the basic context it needs to follow up.
A Prospective Client Reaches Out
Caller: Hello, I’d like to arrange a consultation about estate planning.
AI: I can collect a consultation request for the firm. What’s your name and the best number for the intake team to reach you?
Caller: My name is Alex. An afternoon callback would work best.
AI: Thank you. I’ll pass your request and callback preference to the intake team. They can discuss availability and next steps.
Your Team Gets the Context
Inquiry Type
Estate planning consultation
Callback Preference
Afternoon
Status
Awaiting intake team review
Next Step
Route basic contact details and the consultation request to the firm.
Illustrative example. Actions depend on your AI and workflow setup.
A Clear Path From Inquiry to Follow-Up
Connect each customer request to the next step your business needs.
01 Respond to the Inquiry
Your configured AI answers the call or message and starts collecting useful information.
02 Collect Basic Intake Details
Ask for contact details, the broad area of help requested, and the preferred callback time.
03 Route to Your Intake Team
Send the inquiry to the right person or offer approved consultation slots when scheduling is enabled.
04 Keep the Follow-Up Moving
Your configured workflows send reminders, follow-up messages, and internal notifications.
AI Tools for Your Legal Intake Team
Connect first inquiries, consultation requests, and follow-ups in one workflow.
CALLS & NEW CLIENT INQUIRIES
Make a Helpful First Impression
Configure your AI Receptionist and Lead Responder to answer firm-approved administrative questions and collect basic intake information for review.
Capture prospective client inquiries.
Gather contact details and callback preferences.
Route legal questions to your team.
CONSULTATIONS & FOLLOW-UP
Keep Consultation Requests Moving
Offer approved consultation slots when your calendar is connected. Configured workflows can send confirmations, reminders, and intake team notifications.
Offer approved consultation slots when enabled.
Send configured consultation reminders.
Notify your intake team about the next step.
Your Team Stays in Control
Set the rules for what your AI collects, when appointments are offered, and which requests need a person from your team.
Define Your Intake Process
Specify the practice areas you handle, approved administrative answers, and basic information your team needs.
Set Consultation Availability
Choose which consultation types and calendar slots can be offered through your configured scheduling.
Keep Legal Decisions With Your Firm
Your firm handles conflicts checks, case acceptance, legal advice, fees, and engagement agreements. An inquiry or booking does not establish representation.
FREQUENTLY ASKED QUESTIONS
Law Firm FAQs
Answers about intake, consultations, and keeping your legal team in control.
What intake information can the AI collect?
Configure it to collect basic contact details, the broad type of help requested, and callback preferences. Your intake team decides what further information is appropriate.
Can it schedule consultations?
When scheduling is enabled, it can offer approved consultation slots from your configured calendar. Your firm controls the consultation types, availability, and follow-up process.
Can it give legal advice or accept a case?
No. The AI supports administrative intake. Your firm handles legal advice, conflicts checks, case acceptance, and engagement agreements. A conversation does not establish representation.
Can my team take over the conversation?
You can configure workflows to notify your team and route requests for personal follow-up. Handoff behavior depends on your setup.
READY TO GROW?
Keep New Inquiries Moving While You Serve Your Clients
Explore how Zolvant AI can support your firm with initial responses, consultation requests, and organized intake follow-up.
AI-powered lead conversion software for service businesses — helping teams respond faster, follow up automatically, book more appointments, and keep every opportunity moving.
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